Institutional Ownership Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC). We have compiled data on the 3,613 institutions that hold shares in the stock, with a total of 5.37 Billion shares, which have been reported (via 13F filing form) to have a value of $233 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
Jul 03, 2024 Q2 2024 |
2,200
shares
|
$95,392
3.93% of portfolio
|
Q1 2024
Added 388.89%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,187
shares
|
$94,828
0.01% of portfolio
|
Q4 2020
Reduced 56.58%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,178
shares
|
$94,438
0.0% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
2,134
shares
|
$92,530
0.02% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
2,122
shares
|
$92,009
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,072
shares
|
$89,841
0.01% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
2,068
shares
|
$89,668
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
2,067
shares
|
$89,625
0.02% of portfolio
|
Q1 2025
Reduced 61.92%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
2,066
shares
|
$89,581
0.02% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,035
shares
|
$88,237
0.03% of portfolio
|
Q2 2024
Reduced 6.69%
|
|
|
Adalta Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$86,720
0.05% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
2,000
shares
|
$86,720
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
2,000
shares
|
$86,720
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,977
shares
|
$85,722
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
1,932
shares
|
$83,771
0.01% of portfolio
|
Q1 2025
Reduced 8.31%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
1,900
shares
|
$82,384
0.02% of portfolio
|
Q4 2024
Added 166.85%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,889
shares
|
$81,907
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,888
shares
|
$81,863
0.04% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
1,866
shares
|
$80,909
0.1% of portfolio
|
Q1 2025
Added 69.17%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
1,863
shares
|
$80,779
0.07% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
1,853
shares
|
$80,346
0.03% of portfolio
|
Q1 2024
Reduced 13.93%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
1,805
shares
|
$78,264
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,788
shares
|
$77,527
0.02% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,773
shares
|
$76,877
0.05% of portfolio
|
Q4 2023
Reduced 7.17%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
1,751
shares
|
$75,923
0.0% of portfolio
|
Q1 2025
Reduced 34.79%
|